Table of Contents
Analyst Comment
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- Amazon’s evolution: from retailer to platform
- Retail – marketplace the strength
- Logistics – supporting growth
- Prime: building an offer that stacks up
- Groceries – experiment or serious challenge?
- Profits – where art thou?
- The Future
Retail Sales – Background and Outlook
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- Key points
- Retail sales
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- Figure 1: Retail sales trends, 2015/16
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- Figure 2: UK retail sales y/y growth, BRC vs ONS, Oct 2014- Oct 2016
- John Lewis
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- Figure 3: John Lewis: Year-on-Year Growth, Oct 2015- Nov 2016
- Inflation and wages
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- Figure 4: Real wages growth: Wages growth vs inflation, 2012-2016
- Inflation
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- Figure 5: Annual percentage change in the consumer price index for selected product groups, 2015-16
- Looking forward
Sector Focus – DIY Retailing
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- Erratic record
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- Figure 6: Year on year growth in DIY retailers sales, 2015-2016
- Rising inflation
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- Figure 7: DIY retailers, implied deflator, 2015-2016
- Specialists in decline
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- Figure 8: DIY retailers’ sales relative to all spending on the main products carried by DIY superstores, 2005-2015
- Ageing population
- Move back into inner cities
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- Figure 9: Proportion of households renting their home, 2005-2015
- Distortions
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- Figure 10: Number of Residential Property Transactions with a value of £40,000+ In The UK, Non-Seasonally Adjusted, Apr 2015 – Sept 2016
- Major players
- Wickes
- B&Q / Screwfix
- Homebase
Headlines for the Month
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- Grocers
- Other food and drink specialists
- Clothing retailers
- Multi-sector retailing
- Department stores
- DIY retailing
- Home shopping
- Economy
News Analysis – Food and Drink
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- Convenience Stores
- UK: Booker like-for-like sales flat on the year
- UK: Costcutter refreshes proposition with 'Shopper First Programme'
- UK: Lifestyle Express reveals new fascia
- Grocers
- UK: Aldi takes on the premium retailers with luxury hamper range
- UK: Asda apologises for nationwide card glitch
- UK: Birds Eye and Walkers request up to 12% price increases
- UK: Booths slips into a pre-tax loss
- UK: Iceland to reveal new store concept
- UK: Lidl scales up expansion with £55m warehouse
- UK: Morrisons like-for-like sales rise 1.6%
- UK: Planet Organic introduces mobile wallet
- UK: Sainsbury's
- …finally rolls out contactless as Tesco trials Tap&Tag
- …like-for-like sales dip 1%
- …opens first mini-Habitat concession
- …pension deficit swells to £1bn
- UK: Supermarkets to benefit from fall in business rates
- UK: Tesco
- …and Unilever in price dispute
- …and Unilever settle dispute
- …chairman warns of price rises
- …faces court battle over pay changes
- …joins Waitrose in launching meal kit range
- Other food and drink specialists
- UK: Conviviality Retail sales rise 2.5%
- UK: Hotel Chocolat sales rise 12%
- UK: Majestic Wine launches new delivery options
News Analysis – Non-food
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- Clothing retailing
- UK: Abercrombie & Fitch rebrands to become more inclusive
- UK: All Saints sales rise amid global expansion
- UK: American Apparel UK stores to close as it enters administration
- UK: Banana Republic to close all UK stores
- UK: Bhs
- …owners reveal international expansion plans
- …unveils new clothing range
- …launches first two Christmas ranges
- UK: Burberry
- …reports strong UK sales
- …retail revenues rise 2%
- …takes over Harrods with ‘A Very British Fairy Tale’
- UK: Concept store stocking Australian brands set for London launch
- UK: Diesel opens its new London flagship
- UK: Duke & Dexter opens first UK store
- UK: Exhibit enters administration
- UK: French Connection eyed by investors
- UK: Kenzo collaboration results in overnight queues outside H&M
- UK: Matalan revenues fall 6.2%
- UK: Mothercare adds Boohoo maternity range
- UK: New Look reports 8.8% decline in like-for-like sales
- UK: Next Q3 sales fall 3.5%
- UK: Primark full-year revenues rise 11%
- UK: Retailers expected to raise prices by 5%
- UK: SuperGroup reports strong first half
- UK: Ted Baker
- …delivers good performance across markets
- …partners with Google on voice recognition campaign
- UK: TK Maxx profits jump 11%
- UK: Whistles reports full-year loss of £2.9m
- Footwear retailing
- UK: Footasylum sales surge 41.6%
- UK: Kurt Geiger turnover rises 10%
- UK: Shoe Zone sales fall 4.1%
- Multi-sector retailing
- UK: John Lewis
- …picks JLab winners
- …Retail Director moves to Moneysupermarket.com
- UK: Marks & Spencer
- …to scale back European operations
- …to close a raft of stores in China
- …announces store closures as clothing sales fall 5.3%
- UK: Poundland trials Pep&Co offering
- Department Stores
- UK: Debenhams UK sales rise 1.2%
- UK: Fenwick to relaunch transactional presence online
- UK: Harrods
- …profits surge 16.9%
- …refits men's underwear department
- UK: John Lewis
- …appoints new managing director
- …opens in Leeds
- …unveils Christmas advert
- UK: Liberty managing director moves to the Hudson Bay Company
- UK: Selfridges grows sales 5%
- UK: Victoria Gate shopping centre opens in Leeds
- DIY retailing
- Germany: Praktiker brand returns online
- UK: Bunnings prepares for first UK store
- UK: Travis Perkins retail sales grow 9.1%
- UK: Wickes introduces one hour delivery slots
- Carpet retailing
- UK: Carpetright sales fall 2.7%
- Furniture retailing
- UK: Furniture Village grows sales as it invests for growth
- Homewares retailing
- UK: Oliver Bonas like-for-like sales rise 14%
- Home shopping
- UK: Amazon
- …announces twelve-day Black Friday Sale
- …extends Prime to include local stores
- UK: Asos full-year sales grow 26%
- UK: Gear4Music growth in Europe accelerates
- UK: Missguided launches referral rewards scheme
- UK: N Brown profits fall in promotion-led market
- UK: Shop Direct launches Whatsapp-style customer service platform
- Health & beauty retailing
- UK: Walgreens Boots Alliance sales fall due to weak UK performance
- Book and stationery retailing
- UK: Paperchase poised to open first US stores in 2017
- UK: WH Smith operating profits rise 7%
- Sports and leisure goods retailing
- UK: Halfords revenues rise but profits fall
- UK: Jaguar Land Rover store opens in Westfield Stratford
- UK: Mountain Warehouse halts IPO plans after Brexit vote
- UK: Rapha Cycling sales grow 25.6%
- UK: Sports Direct issues third profit warning this year
- Jewellers
- UK: Pandora’s revenues increase 16%
- Toys and Games Retailing
- UK: GAME sales and profits fall
- UK: Hamleys sales fall following a change in reporting period
- Shopping Locations
- UK: Brent Cross shopping centre to receive £1.4 billion investment
- UK: Carnaby Street collaborates with V&A for Christmas
- UK: Centre:mk hosts Live in Style event
- UK: Intu sells Bromley shopping centre
- Economy
- UK: BRC
- …cites need for consumer-first Brexit strategy
- …warns of long term retail job losses
- UK: Retail footfall drops 0.9% in September
- UK: Retail price deflation continues into October
- UK: Retail sales grow 2.4% in October
- UK: Retail sales grow 2.9% in September
- UK: Retail sales rise by highest level in September
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